Wealth Solutions Consultant

FORT FINANCIAL PTE. LTD.; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

HSBC Life is seeking driven individuals to join our client-focused sales and business development team in Singapore. You will learn investment products, build lasting client relationships, review portfolios, and develop new business through networking and prospecting.

This role is client-facing, with opportunities for training, mentorship, and professional development to help you grow in wealth management and financial services.

Qualifications

• Strong interest in financial services, wealth management, and financial solutions.
• Strong communication and interpersonal skills.
• Confident in a client-facing environment.
• Self-motivated, driven, and goal-oriented.
• Willingness to learn and develop professionally.
• Experience in banking, insurance, financial services, sales, business development, or relationship management is an advantage.

Responsibilities

• Learn about investment products and financial solutions.
• Build and maintain strong client relationships through communication and client engagement.
• Review client portfolios and understand their financial needs.
• Develop new business opportunities through networking and prospecting.
• Work in a client-facing sales and business development role.
• Attend training, coaching, and mentorship programmes for professional development.

Skills

Strong communication

Interpersonal skills

Client-facing

Self-motivation

Willingness to learn

Relationship management advantage

Job description

At HSBC Life, we are building a dedicated and trusted team within Financial Services and are looking for driven individuals with grit, passion, and a strong desire to make a difference.

Responsibilities

• Learn about investment products and financial solutions.
• Build and maintain strong client relationships through communication and client engagement.
• Review client portfolios and understand their financial needs.
• Develop new business opportunities through networking and prospecting.
• Work in a client-facing sales and business development role.
• Attend training, coaching, and mentorship programmes for professional development.

Requirements

• Strong interest in financial services, wealth management, and financial solutions.
• Strong communication and interpersonal skills.
• Confident in a client-facing environment.
• Self-motivated, driven, and goal-oriented.
• Willingness to learn and develop professionally.
• Experience in banking, insurance, financial services, sales, business development, or relationship management is an advantage.